))
206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
Manage episode 428348776 series 3460679
コンテンツは Libby Greiwe によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Libby Greiwe またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
---------------------------------
LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Learn More About Simplicity Ops Here
Browse Simplicity Ops’ Resources Here
Talk to Kate Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
章
1. Systems to Scale Group Coaching (00:00:00)
2. Maximizing CRM Efficiency and Savings (00:10:06)
3. Community for Advisor Efficiency & Support (00:17:25)
231 つのエピソード
シェア
